Associate Financial Advisor

Financial Advisor

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities

• Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Qualifications

• Willing to study and obtain a Life Insurance license
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Requires a Bachelor's degree in business administration, finance, or other related field
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

Compensation $50,000 - $70,000 About The Vermont Agency

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.

You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.